McGlone Suttner Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.73M Buy
2025
Q1
$1.51M Buy
2024
Q4
$1.22M Buy
2024
Q3
$797K Buy
2024
Q2
$615K Sell
2024
Q1
$728K Buy
2023
Q4
$615K Buy
2023
Q3
$513K Buy
2023
Q2
$424K Buy
2023
Q1
$348K Buy